Filed January 17, 1997 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,870,231 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $456,350 |
CHEVRON CORPORATION3+ years Service code 14 · EIN 94-0860210 | Plan Administrator | $271,452 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $206,989 |
Filed as: CONDUENT HR CONSULTING LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $124,000 |
MORRIS DAVIS CHAN & TAN LLP3+ years Service code 10 · EIN 94-2214860 | Accounting | $122,753 |
INFORMA1 year Filed as: INFORMA INVESTMENT SOLUTIONS Service code 15 · EIN 04-2705709 | Recordkeeping | $12,348 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $544,313 | $187,373+190.5% | $91,004+498.1% | $80,976+572.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.6%+24.4pp | 68.3%+31.7pp |
| Annual return | 13.72% | 16.95%-3.2pp | 4.60%+9.1pp | 22.91%-9.2pp |
| Employer contribution / active EE | $12,080 | $5,838+106.9% | $2,456+391.9% | $2,402+402.8% |
| Participant deferral / active EE | $15,279 | $8,375+82.4% | $3,548+330.7% | $3,848+297.0% |
| Admin fee / account holder | $134 | $91+46.7% | $5,417-97.5% | $67+98.8% |